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Papp Small & Mid-Cap Growth PAPPX

Medalist Rating as of | See Papp Investment Hub
  • NAV / 1-Day Return 26.80  /  0.19 %
  • Total Assets 38.6 Mil
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.260%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield
  • Turnover 7%

Morningstar’s Analysis PAPPX

Will PAPPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Strength in Papp Small& Mid-Cap Growth's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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Portfolio Holdings PAPPX

  • Current Portfolio Date
  • Equity Holdings 27
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 57.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
7.10
2,726,580
Consumer Cyclical
6.89
2,644,904
Industrials
5.96
2,288,220
Industrials
5.81
2,230,026
Financial Services
5.44
2,088,712
Healthcare
5.29
2,029,291
Technology
5.26
2,018,362
Real Estate
5.09
1,954,986
Industrials
4.41
1,694,000
Basic Materials